Lic Mf Tax Plan


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Fund Name NAV Date NAV Rupee Change Percent Change
LIC MF Tax Plan-Regular Plan-IDCW 25/Nov/2022 22.2513
-0.0067
-0.0301%
LIC MF Tax Plan-Direct Plan-IDCW 25/Nov/2022 25.8054
-0.0071
-0.0275%
LIC MF Tax Plan-Regular Plan-Growth 25/Nov/2022 100.7414
-0.0304
-0.0302%
LIC MF Tax Plan-Direct Plan-Growth 25/Nov/2022 111.5693
-0.0306
-0.0274%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Lic Mf Tax Plan Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
-0.51
2.68
No
No
Yes
38/38 -0.51 / 4.00
1M Rolling Return %
-0.51
-0.30
No
No
No
27/37 -1.34 / 1.03
3M Return %
1.06
4.42
No
No
Yes
37/38 -2.27 / 8.27
3M Rolling Return %
-1.28
-0.76
No
No
Yes
27/36 -5.12 / 3.13
6M Return %
12.01
14.90
No
No
Yes
35/38 10.50 / 19.84
6M Rolling Return %
0.71
0.59
Yes
No
No
15/36 -3.92 / 5.96
1Y Return %
-0.01
3.10
No
No
Yes
30/36 -11.92 / 11.79
1Y Rolling Return %
20.17
23.99
No
No
No
26/36 13.20 / 55.56
3Y Return %
12.02
16.69
No
No
Yes
31/36 8.62 / 37.67
3Y Rolling Return %
12.38
14.62
No
No
No
22/33 7.68 / 31.63
5Y Return %
9.86
10.67
No
No
No
20/32 4.32 / 21.88
Standard Deviation
19.70
20.21
Yes
No
No
13/38 15.70 / 24.38
Semi Deviation
15.90
15.42
No
No
No
25/38 8.83 / 18.90
Max Drawdown
-28.13
-27.09
No
No
No
19/38 -36.07 / -10.14
VaR 1 Y
-16.91
-18.72
Yes
No
No
12/38 -30.64 / -13.13
Average Drawdown
-9.21
-8.33
No
No
Yes
29/38 -13.99 / -4.91
Sharpe Ratio
0.35
0.39
No
No
No
23/38 -0.26 / 1.00
Sterling Ratio
0.31
0.34
No
No
No
23/38 0.01 / 0.73
Sortino Ratio
0.17
0.19
No
No
No
26/38 -0.09 / 0.49
Jensen Alpha
-3.59
-0.17
No
No
Yes
28/35 -6.54 / 23.76
Treynor Ratio
0.09
0.12
No
No
Yes
28/35 0.05 / 0.35
Modigliani Square measure
13.59
16.66
No
No
Yes
28/35 9.54 / 34.75
Active Return
-0.05
-0.01
No
No
Yes
27/35 -0.08 / 0.23
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Lic Mf Tax Plan Performance Analysis

Lic Mf Tax Plan Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Lic Mf Tax Plan

Top Performing Funds in ELSS (Tax Saving) Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Canara Robeco Equity Tax Saver Fund

4 The Canara Robeco Equity Tax Saver Fund is a ELSS. In the ELSS category there are 38 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Equity Tax Saver Fund performance snapshot section. 2.39% 21.08% -22.07% -15.29% 0.65 0.30 0.48

Kotak Tax Saver Fund

6 The Kotak Tax Saver Fund is a ELSS. In the ELSS category there are 38 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Kotak Tax Saver Fund performance snapshot section. 6.34% 18.68% -28.70% -18.69% 0.55 0.25 0.49

Mahindra Mutual Fund Kar Bachat Yojana

5 The Mahindra Mutual Fund Kar Bachat Yojana is a ELSS. In the ELSS category there are 38 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Mahindra Mutual Fund Kar Bachat Yojana performance snapshot section. 5.12% 18.45% -26.35% -16.10% 0.44 0.22 0.47

Pgim India Long Term Equity Fund

3 The Pgim India Long Term Equity Fund is a ELSS. In the ELSS category there are 38 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Pgim India Long Term Equity Fund performance snapshot section. 6.75% 19.52% -28.24% -19.62% 0.52 0.26 0.49

Parag Parikh Tax Saver Fund

1 The Parag Parikh Tax Saver Fund is a ELSS. In the ELSS category there are 38 funds. The fund has 19 KPIs that are in top quartile. The fund has 90% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Parag Parikh Tax Saver Fund performance snapshot section. 10.69% 23.87% -23.28% -13.13% 0.95 0.40 0.50

Sbi Long Term Equity Fund

8 The Sbi Long Term Equity Fund is a ELSS. In the ELSS category there are 38 funds. The fund has six KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Sbi Long Term Equity Fund performance snapshot section. 6.47% 18.67% -28.49% -21.80% 0.43 0.21 0.49

Tata India Tax Savings Fund

7 The Tata India Tax Savings Fund is a ELSS. In the ELSS category there are 38 funds. The fund has six KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Tata India Tax Savings Fund performance snapshot section. 7.54% 16.47% -28.09% -17.71% 0.46 0.22 0.48

Union Long Term Equity Fund

2 The Union Long Term Equity Fund is a ELSS. In the ELSS category there are 38 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Union Long Term Equity Fund performance snapshot section. 3.17% 19.79% -25.74% -14.50% 0.59 0.28 0.49

Lic Mf Tax Plan Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
-0.42
2.78
No
No
Yes
38/38 -0.42 / 4.06
1M Rolling Return %
-0.42
-0.20
No
No
No
27/37 -1.28 / 1.20
3M Return %
1.32
4.72
No
No
Yes
37/38 -2.07 / 8.66
3M Rolling Return %
-1.00
-0.47
No
No
Yes
27/36 -4.93 / 3.63
6M Return %
12.59
15.56
No
No
Yes
35/38 10.95 / 20.81
6M Rolling Return %
1.27
1.18
Yes
No
No
18/36 -3.51 / 7.02
1Y Return %
1.13
4.29
No
No
Yes
31/36 -11.17 / 12.90
1Y Rolling Return %
21.72
25.44
No
No
No
24/36 13.95 / 58.56
3Y Return %
13.37
18.03
No
No
Yes
33/36 9.28 / 40.31
3Y Rolling Return %
13.72
15.87
No
No
No
22/33 8.47 / 34.08
5Y Return %
11.16
11.85
No
No
No
20/32 5.12 / 23.69
Standard Deviation
19.70
20.21
Yes
No
No
13/38 15.70 / 24.38
Semi Deviation
15.90
15.42
No
No
No
25/38 8.83 / 18.90
Max Drawdown
-28.13
-27.09
No
No
No
19/38 -36.07 / -10.14
VaR 1 Y
-16.91
-18.72
Yes
No
No
12/38 -30.64 / -13.13
Average Drawdown
-9.21
-8.33
No
No
Yes
29/38 -13.99 / -4.91
Sharpe Ratio
0.35
0.39
No
No
No
23/38 -0.26 / 1.00
Sterling Ratio
0.31
0.34
No
No
No
23/38 0.01 / 0.73
Sortino Ratio
0.17
0.19
No
No
No
26/38 -0.09 / 0.49
Jensen Alpha
-3.59
-0.17
No
No
Yes
28/35 -6.54 / 23.76
Treynor Ratio
0.09
0.12
No
No
Yes
28/35 0.05 / 0.35
Modigliani Square measure
13.59
16.66
No
No
Yes
28/35 9.54 / 34.75
Active Return
-0.05
-0.01
No
No
Yes
27/35 -0.08 / 0.23
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Lic Mf Tax Plan Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % -0.51% -0.42%
1M Rolling Return % -0.51% -0.42%
3M Return % 1.06% 1.32%
3M Rolling Return % -1.28% -1.00%
6M Return % 12.01% 12.59%
6M Rolling Return % 0.71% 1.27%
1Y Return % -0.01% 1.13%
1Y Rolling Return % 20.17% 21.72%
3Y Return % 12.02% 13.37%
3Y Rolling Return % 12.38% 13.72%
5Y Return % 9.86% 11.16%
Standard Deviation 19.70% 19.70%
Semi Deviation 15.90% 15.90%
Max Drawdown -28.13% -28.13%
VaR 1 Y -16.91% -16.91%
Average Drawdown -9.21% -9.21%
Sharpe Ratio 0.35% 0.35%
Sterling Ratio 0.31% 0.31%
Sortino Ratio 0.17% 0.17%
Jensen Alpha -3.59% -3.59%
Treynor Ratio 0.09% 0.09%
Modigliani Square measure 13.59% 13.59%
Active Return -0.05% -0.05%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Lic Mf Tax Plan Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 5.21% 23.00% 13.93% 0.00%
One Year -57.09% 127.23% 13.11% 23.28%
Three Year -20.48% 63.42% 13.14% 8.22%
Five Year -1.45% 48.35% 14.14% 0.64%
Seven Year 4.52% 30.45% 12.80% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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ELSS (Tax Saving) Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Quant Tax Plan

0.77
1
1.45
8
3.03
18
8.27
1
19.84
1
10.95
2
37.67
1
21.88
1

Mirae Asset Tax Saver Fund

0.52
2
1.50
6
3.74
3
3.99
25
12.26
33
1.50
24
19.23
8
14.03
3

Sbi Long Term Equity Fund

0.52
3
1.43
9
3.68
4
5.72
8
18.01
3
6.47
6
18.67
10
10.53
16

Tata India Tax Savings Fund

0.47
4
1.23
20
3.23
11
5.90
6
17.14
7
7.54
4
16.47
18
11.23
12

Aditya Birla Sun Life Tax Relief 96 (U/S 80c)

0.46
5
1.04
28
3.28
7
1.85
36
11.51
36
-1.85
32
9.22
35
6.27
30

Franklin India Taxshield

0.45
6
1.36
14
3.27
9
6.66
5
17.57
6
5.73
13
17.40
13
10.86
14

Aditya Birla Sun Life Tax Plan (U/S 80c)

0.41
7
0.99
29
3.67
5
2.09
34
11.30
37
-2.02
33
8.62
36
5.62
31

Pgim India Long Term Equity Fund

0.40
8
1.58
5
3.16
13
5.81
7
14.68
22
6.75
5
19.52
7
12.37
10

Quantum Tax Saving Fund

0.39
9
1.47
7
4.00
1
4.42
20
13.16
30
5.78
12
15.31
21
8.79
23

Dsp Tax Saver Fund

0.36
10
1.59
4
3.14
14
5.00
15
14.26
24
4.60
15
18.31
12
12.44
8

Kotak Tax Saver Fund

0.35
11
1.41
11
2.86
22
5.52
10
16.59
9
6.34
8
18.68
9
12.68
6

Nippon India Tax Saver (Elss) Fund

0.29
12
1.10
24
3.80
2
5.08
14
15.70
13
6.02
11
14.61
24
4.32
32

Essel Long Term Advantage Fund

0.27
13
1.95
1
3.02
19
4.91
16
13.62
27
0.44
29
12.45
30
8.33
28

Baroda Bnp Paribas Elss Fund

0.26
14
1.31
17
2.78
23
3.27
32
13.10
31

Idfc Tax Advantage (Elss) Fund

0.23
15
1.63
3
2.54
27
5.23
13
15.34
17
6.41
7
23.36
4
12.44
7

Icici Prudential Long Term Equity Fund (Tax Saving)

0.23
16
1.29
18
2.26
30
4.49
19
14.08
25
2.79
20
16.98
17
12.16
11

Motilal Oswal Long Term Equity Fund (Moflte)

0.23
17
1.42
10
3.10
15
5.27
12
17.79
5
1.54
23
14.32
25
9.92
19

Hsbc Tax Saver Equity Fund

0.22
18
0.88
33
2.93
20
3.87
27
14.90
19
2.28
22
15.33
20
8.64
26

Sundaram Tax Savings Fund

0.22
19
1.17
22
1.81
33
4.20
23
15.84
11

Indiabulls Tax Savings Fund

0.22
20
0.79
35
3.26
10
4.49
18
13.05
32
3.33
17
11.77
32

L&T Tax Advantage Fund

0.21
21
1.36
13
1.19
35
3.97
26
15.25
18
0.74
28
13.81
27
7.75
29

Jm Tax Gain Fund

0.18
22
1.39
12
3.09
16
4.50
17
14.74
21
0.78
27
17.38
14
12.40
9

Invesco India Tax Plan

0.16
23
1.35
16
3.27
8
3.09
33
12.06
34
-5.04
35
14.84
23
10.69
15

Sundaram Diversified Equity

0.16
24
1.19
21
1.77
34
3.55
29
15.69
15
6.18
10
15.38
19
8.52
27

Hdfc Taxsaver

0.16
25
1.67
2
3.67
6
7.30
3
17.86
4
11.79
1
17.25
16
8.71
25

Uti Long Term Equity Fund (Tax Saving)

0.15
26
0.81
34
0.71
36
1.94
35
13.98
26
-2.43
34
17.34
15
10.90
13

Iti Long Term Equity Fund

0.13
27
0.90
32
3.08
17
5.38
11
16.66
8
-0.56
31
11.46
33

Idbi Equity Advantage Fund

0.12
28
1.08
26
2.62
26
3.44
30
16.18
10
4.60
16
13.27
28
8.77
24

Shriram Long Term Equity Fund

0.11
29
0.99
30
2.05
31
3.99
24
13.62
28
1.02
25
13.01
29

Canara Robeco Equity Tax Saver Fund

0.09
30
1.06
27
2.71
24
3.42
31
15.46
16
2.39
21
21.08
5
15.52
2

Union Long Term Equity Fund

0.05
31
1.10
23
2.42
28
4.30
22
15.72
12
3.17
19
19.79
6
13.07
5

Mahindra Mutual Fund Kar Bachat Yojana

0.04
32
1.10
25
3.17
12
3.57
28
15.69
14
5.12
14
18.45
11
9.81
21

Edelweiss Long Term Equity Fund (Tax Savings)

0.00
33
0.96
31
2.70
25
4.30
21
14.75
20
3.22
18
15.29
22
9.12
22

Lic Mf Tax Plan

-0.03
34
1.25
19
-0.51
38
1.06
37
12.01
35
-0.01
30
12.02
31
9.86
20

Parag Parikh Tax Saver Fund

-0.06
35
0.59
36
2.28
29
8.02
2
14.68
23
10.69
3
23.87
2

Taurus Tax Shield

-0.10
36
0.33
38
2.88
21
6.85
4
13.62
29
6.29
9
13.95
26
10.01
18

Axis Long Term Equity Fund

-0.11
37
0.50
37
0.20
37
-2.27
38
10.50
38
-11.92
36
10.96
34
10.46
17

Boi Axa Tax Advantage Fund

-0.17
38
1.36
15
2.03
32
5.70
9
18.14
2
1.00
26
23.60
3
13.47
4
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Quant Tax Plan

0.77
1
1.48
8
3.18
18
8.66
1
20.81
1
12.90
1
40.31
1
23.69
1

Mirae Asset Tax Saver Fund

0.52
2
1.52
6
3.84
3
4.29
25
12.90
33
2.73
25
20.88
7
15.62
3

Sbi Long Term Equity Fund

0.52
3
1.44
10
3.74
4
5.88
10
18.36
4
7.12
8
19.41
12
11.24
19

Tata India Tax Savings Fund

0.47
4
1.25
20
3.34
11
6.22
6
17.85
8
8.88
4
18.03
16
12.71
12

Aditya Birla Sun Life Tax Relief 96 (U/S 80c)

0.46
5
1.04
28
3.34
9
2.03
36
11.96
36
-1.04
32
10.19
35
7.29
30

Franklin India Taxshield

0.45
6
1.38
15
3.34
10
6.88
5
18.06
6
6.60
13
18.43
14
11.88
15

Pgim India Long Term Equity Fund

0.44
7
1.65
4
3.28
13
6.22
7
15.53
21
8.38
5
21.10
6
14.08
6

Aditya Birla Sun Life Tax Plan (U/S 80c)

0.40
8
1.00
30
3.73
5
2.22
34
11.61
37
-1.51
34
9.28
36
6.39
31

Quantum Tax Saving Fund

0.39
9
1.49
7
4.06
1
4.56
22
13.44
32
6.30
14
15.88
23
9.24
27

Dsp Tax Saver Fund

0.36
10
1.61
5
3.23
15
5.25
16
14.81
24
5.62
16
19.45
11
13.53
9

Kotak Tax Saver Fund

0.36
11
1.43
11
2.98
21
5.88
11
17.36
9
7.79
6
20.26
10
14.09
5

Nippon India Tax Saver (Elss) Fund

0.29
12
1.11
25
3.86
2
5.27
15
16.16
15
6.83
12
15.45
25
5.12
32

Essel Long Term Advantage Fund

0.28
13
1.98
1
3.19
17
5.42
14
14.75
25
2.42
26
14.54
30
10.28
23

Baroda Bnp Paribas Elss Fund

0.27
14
1.34
17
2.88
23
3.59
32
13.81
31

Indiabulls Tax Savings Fund

0.26
15
0.86
34
3.48
7
4.98
17
14.06
29
5.20
17
14.26
31

Idfc Tax Advantage (Elss) Fund

0.24
16
1.66
3
2.64
27
5.55
13
16.03
17
7.70
7
24.74
4
13.77
7

Icici Prudential Long Term Equity Fund (Tax Saving)

0.23
17
1.31
18
2.33
30
4.68
20
14.51
28
3.53
22
17.78
18
13.03
11

Motilal Oswal Long Term Equity Fund (Moflte)

0.23
18
1.44
9
3.21
16
5.61
12
18.55
3
2.78
24
15.81
24
11.34
18

Hsbc Tax Saver Equity Fund

0.22
19
0.91
33
3.04
20
4.19
26
15.62
20
3.57
21
16.79
20
9.84
25

Sundaram Tax Savings Fund

0.22
20
1.18
22
1.86
33
4.36
24
16.20
14

L&T Tax Advantage Fund

0.21
21
1.38
14
1.25
35
4.18
27
15.71
19
1.53
30
14.61
29
8.48
29

Jm Tax Gain Fund

0.18
22
1.41
12
3.17
19
4.75
19
15.30
23
1.70
28
18.33
15
13.28
10

Invesco India Tax Plan

0.16
23
1.37
16
3.38
8
3.39
33
12.76
34
-3.78
35
16.25
21
12.16
13

Sundaram Diversified Equity

0.16
24
1.20
21
1.83
34
3.72
31
16.07
16
6.87
11
15.97
22
9.07
28

Hdfc Taxsaver

0.16
25
1.68
2
3.72
6
7.47
3
18.23
5
12.47
2
17.94
17
9.39
26

Uti Long Term Equity Fund (Tax Saving)

0.15
26
0.83
35
0.80
36
2.20
35
14.56
27
-1.44
33
18.47
13
11.93
14

Iti Long Term Equity Fund

0.13
27
0.94
32
3.26
14
5.94
9
17.91
7
1.56
29
13.90
32

Idbi Equity Advantage Fund

0.13
28
1.08
27
2.72
26
3.74
30
16.89
10
5.84
15
14.62
28
10.25
24

Shriram Long Term Equity Fund

0.11
29
1.02
29
2.20
31
4.46
23
14.64
26
2.85
23
15.11
26

Canara Robeco Equity Tax Saver Fund

0.10
30
1.09
26
2.84
25
3.76
29
16.25
13
3.80
20
22.54
5
16.77
2

Union Long Term Equity Fund

0.06
31
1.13
24
2.51
28
4.58
21
16.29
12
4.09
19
20.57
8
13.72
8

Mahindra Mutual Fund Kar Bachat Yojana

0.04
32
1.13
23
3.32
12
4.03
28
16.71
11
6.97
10
20.47
9
11.81
16

Edelweiss Long Term Equity Fund (Tax Savings)

0.00
33
1.00
31
2.85
24
4.76
18
15.76
18
5.03
18
17.28
19
10.93
21

Lic Mf Tax Plan

-0.03
34
1.27
19
-0.42
38
1.32
37
12.59
35
1.13
31
13.37
33
11.16
20

Parag Parikh Tax Saver Fund

-0.06
35
0.62
36
2.41
29
8.39
2
15.47
22
12.20
3
25.47
2

Taurus Tax Shield

-0.10
36
0.34
38
2.94
22
7.02
4
13.99
30
6.99
9
14.78
27
10.76
22

Axis Long Term Equity Fund

-0.11
37
0.51
37
0.26
37
-2.07
38
10.95
38
-11.17
36
11.89
34
11.44
17

Boi Axa Tax Advantage Fund

-0.17
38
1.39
13
2.13
32
6.03
8
18.84
2
2.17
27
24.95
3
14.75
4
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Tax Plan (U/S 80c)

-0.81
32
-2.08
33
-2.25
33
13.20
36
7.68
33

Aditya Birla Sun Life Tax Relief 96 (U/S 80c)

-0.69
29
-1.94
31
-1.85
32
13.99
35
8.44
32

Axis Long Term Equity Fund

-1.34
37
-5.12
36
-3.92
36
20.34
24
15.11
13

Franklin India Taxshield

-0.13
11
-0.32
11
1.77
9
25.45
11
12.95
21

Shriram Long Term Equity Fund

-0.46
24
-1.47
29
0.59
18
18.34
31

Mirae Asset Tax Saver Fund

-0.69
30
-1.00
23
-0.78
31
27.52
7
19.50
4

Boi Axa Tax Advantage Fund

-0.31
18
-1.96
32
-0.44
28
32.00
3
22.42
2

Canara Robeco Equity Tax Saver Fund

-0.76
31
-1.12
25
1.00
14
31.72
5
19.80
3

Dsp Tax Saver Fund

-0.15
13
-0.91
18
-0.43
27
25.19
12
17.93
7

Edelweiss Long Term Equity Fund (Tax Savings)

-0.36
19
-0.49
14
0.49
20
21.39
23
13.39
18

Essel Long Term Advantage Fund

-0.84
34
-0.93
19
-0.59
30
18.80
29
10.52
29

Hdfc Taxsaver

0.30
4
0.80
6
4.41
2
26.42
10
11.14
27

Hsbc Tax Saver Equity Fund

-0.49
26
-0.46
12
0.12
23
23.31
20
13.29
19

Icici Prudential Long Term Equity Fund (Tax Saving)

-0.28
17
-0.64
16
0.44
21
24.80
15
14.61
14

Idbi Equity Advantage Fund

-0.45
23
-0.49
13
1.35
13
19.85
27
11.51
25

Idfc Tax Advantage (Elss) Fund

0.22
5
1.38
3
2.56
5
33.13
2
18.01
6

Indiabulls Tax Savings Fund

-0.47
25
-0.99
22
-0.00
25
16.07
33
9.88
31

Invesco India Tax Plan

-1.26
36
-1.51
30
-2.79
34
22.73
21
14.48
16

Iti Long Term Equity Fund

-0.83
33
-4.56
35
-3.52
35
15.37
34

Jm Tax Gain Fund

-0.88
35
-0.98
21
-0.34
26
24.29
17
16.00
11

Kotak Tax Saver Fund

0.08
8
1.00
4
2.78
4
23.76
18
16.94
8

Mahindra Mutual Fund Kar Bachat Yojana

-0.44
21
-0.54
15
0.62
17
26.61
9
15.55
12

Motilal Oswal Long Term Equity Fund (Moflte)

-0.44
22
-2.22
34
0.65
16
16.89
32
13.09
20

Nippon India Tax Saver (Elss) Fund

-0.14
12
-0.18
9
1.40
12
24.80
14
10.03
30

Pgim India Long Term Equity Fund

-0.00
10
1.69
2
2.36
7
30.21
6
16.70
9

Parag Parikh Tax Saver Fund

0.61
3
0.81
5
3.06
3
31.83
4

Quant Tax Plan

1.03
1
3.13
1
5.96
1
55.56
1
31.63
1

Quantum Tax Saving Fund

-0.20
14
-0.94
20
0.59
19
20.19
25
10.91
28

Sbi Long Term Equity Fund

0.19
7
0.04
8
1.76
10
24.78
16
14.58
15

Sundaram Diversified Equity

0.21
6
-0.19
10
1.85
8
21.82
22
11.86
23

Tata India Tax Savings Fund

-0.25
15
0.47
7
2.38
6
23.40
19
14.38
17

Union Long Term Equity Fund

-0.39
20
-0.71
17
1.54
11
27.05
8
18.02
5

Uti Long Term Equity Fund (Tax Saving)

-0.61
28
-1.36
28
-0.49
29
25.15
13
16.47
10

L&T Tax Advantage Fund

-0.28
16
-1.10
24
0.11
24
18.87
28
11.70
24

Taurus Tax Shield

0.88
2
-1.14
26
0.15
22
18.56
30
11.46
26

Lic Mf Tax Plan

-0.51
27
-1.28
27
0.71
15
20.17
26
12.38
22

Sundaram Tax Savings Fund

0.00
9
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Tax Plan (U/S 80c)

-0.77
34
-1.96
34
-2.01
33
13.95
36
8.47
33

Aditya Birla Sun Life Tax Relief 96 (U/S 80c)

-0.60
30
-1.73
32
-1.44
32
14.94
35
9.52
32

Axis Long Term Equity Fund

-1.28
37
-4.93
36
-3.51
36
21.34
25
16.14
13

Franklin India Taxshield

-0.06
11
-0.12
13
2.18
9
26.53
11
14.01
21

Shriram Long Term Equity Fund

-0.31
21
-1.02
28
1.49
16
20.49
29

Mirae Asset Tax Saver Fund

-0.60
29
-0.70
21
-0.17
31
29.48
7
21.32
3

Boi Axa Tax Advantage Fund

-0.20
16
-1.71
31
0.10
28
33.43
4
23.75
2

Canara Robeco Equity Tax Saver Fund

-0.64
31
-0.77
22
1.71
14
33.40
5
21.06
4

Dsp Tax Saver Fund

-0.07
12
-0.67
20
0.06
29
26.39
12
19.06
6

Edelweiss Long Term Equity Fund (Tax Savings)

-0.21
18
-0.07
11
1.34
17
23.52
22
15.34
17

Essel Long Term Advantage Fund

-0.67
33
-0.44
16
0.39
26
21.09
27
12.52
24

Hdfc Taxsaver

0.35
4
0.95
6
4.74
2
27.15
10
11.79
29

Hsbc Tax Saver Equity Fund

-0.38
26
-0.15
14
0.74
23
24.88
20
14.71
19

Icici Prudential Long Term Equity Fund (Tax Saving)

-0.22
19
-0.47
17
0.82
22
25.63
15
15.45
16

Idbi Equity Advantage Fund

-0.33
23
-0.18
15
1.95
12
21.32
26
12.86
23

Idfc Tax Advantage (Elss) Fund

0.33
5
1.70
3
3.19
5
34.56
2
19.35
5

Indiabulls Tax Savings Fund

-0.33
24
-0.56
19
0.91
20
19.12
32
12.14
28

Invesco India Tax Plan

-1.16
36
-1.16
30
-2.14
34
24.24
21
15.91
15

Iti Long Term Equity Fund

-0.66
32
-4.07
35
-2.48
35
17.96
34

Jm Tax Gain Fund

-0.81
35
-0.78
23
0.12
27
25.23
18
16.90
12

Kotak Tax Saver Fund

0.21
8
1.35
4
3.48
4
25.47
17
18.44
8

Mahindra Mutual Fund Kar Bachat Yojana

-0.29
20
-0.11
12
1.50
15
28.78
8
17.51
11

Motilal Oswal Long Term Equity Fund (Moflte)

-0.34
25
-1.91
33
1.26
19
18.51
33
14.59
20

Nippon India Tax Saver (Elss) Fund

-0.08
13
0.01
9
1.79
13
25.69
14
10.79
31

Pgim India Long Term Equity Fund

0.10
9
2.03
2
3.13
6
31.82
6
18.27
9

Parag Parikh Tax Saver Fund

0.73
3
1.13
5
3.75
3
33.47
3

Quant Tax Plan

1.20
1
3.63
1
7.02
1
58.56
1
34.08
1

Quantum Tax Saving Fund

-0.15
15
-0.81
24
0.84
21
20.76
28
11.41
30

Sbi Long Term Equity Fund

0.24
7
0.20
8
2.07
10
25.57
16
15.29
18

Sundaram Diversified Equity

0.27
6
-0.04
10
2.19
8
22.53
23
12.36
26

Tata India Tax Savings Fund

-0.14
14
0.79
7
3.01
7
25.18
19
15.99
14

Union Long Term Equity Fund

-0.31
22
-0.50
18
1.99
11
27.72
9
18.63
7

Uti Long Term Equity Fund (Tax Saving)

-0.53
28
-1.12
29
0.05
30
26.35
13
17.56
10

L&T Tax Advantage Fund

-0.21
17
-0.91
25
0.49
24
19.77
30
12.42
25

Taurus Tax Shield

0.94
2
-0.95
26
0.49
25
19.46
31
12.25
27

Lic Mf Tax Plan

-0.42
27
-1.00
27
1.27
18
21.72
24
13.72
22

Sundaram Tax Savings Fund

0.00
10
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Tax Plan (U/S 80c)

-16.65
10
-24.36
10
-8.13
17
18.80
9
13.98
6

Aditya Birla Sun Life Tax Relief 96 (U/S 80c)

-16.39
8
-23.65
9
-7.85
14
18.39
6
13.62
5

Axis Long Term Equity Fund

-23.05
36
-23.29
8
-10.56
35
20.73
25
15.36
15

Franklin India Taxshield

-21.47
32
-32.10
34
-8.65
23
21.95
34
17.02
34

Shriram Long Term Equity Fund

-17.40
15
-20.90
3
-6.26
6
17.00
2
12.92
3

Mirae Asset Tax Saver Fund

-16.81
11
-28.35
21
-9.39
31
20.66
24
15.71
20

Boi Axa Tax Advantage Fund

-19.66
26
-21.77
4
-7.86
15
19.72
14
15.42
17

Canara Robeco Equity Tax Saver Fund

-15.29
5
-22.07
5
-6.43
8
19.21
10
14.74
10

Sundaram Tax Savings Fund

-15.22
4
-10.14
1
-6.24
5
15.70
1
8.83
1

Dsp Tax Saver Fund

-17.52
17
-29.03
25
-9.60
33
20.96
27
16.10
26

Edelweiss Long Term Equity Fund (Tax Savings)

-17.16
13
-27.62
17
-6.11
3
20.23
20
15.80
23

Essel Long Term Advantage Fund

-19.04
23
-30.60
31
-8.36
20
20.93
26
16.82
30

Hdfc Taxsaver

-23.77
37
-33.57
35
-5.78
2
20.64
23
15.87
24

Hsbc Tax Saver Equity Fund

-18.03
19
-29.13
26
-8.39
21
21.55
33
16.82
31

Icici Prudential Long Term Equity Fund (Tax Saving)

-20.29
28
-30.00
30
-9.16
27
21.09
28
16.10
27

Idbi Equity Advantage Fund

-19.03
22
-22.82
6
-7.40
12
17.93
4
13.57
4

Idfc Tax Advantage (Elss) Fund

-20.83
31
-35.06
37
-9.43
32
24.38
38
18.90
38

Indiabulls Tax Savings Fund

-17.47
16
-26.61
15
-8.95
24
18.66
8
14.39
8

Baroda Bnp Paribas Elss Fund

-14.82
3
-11.38
2
-11.38
36
18.30
5
10.21
2

Invesco India Tax Plan

-21.56
34
-25.48
11
-8.30
19
20.25
21
15.78
21

Iti Long Term Equity Fund

-20.10
27
-31.11
32
-12.27
37
22.47
35
17.57
36

Jm Tax Gain Fund

-19.17
24
-28.59
23
-7.25
11
21.51
32
16.80
29

Kotak Tax Saver Fund

-18.69
20
-28.70
24
-6.93
10
19.64
12
15.70
18

Mahindra Mutual Fund Kar Bachat Yojana

-16.10
6
-26.35
14
-9.11
26
20.22
18
15.24
14

Motilal Oswal Long Term Equity Fund (Moflte)

-20.62
30
-29.87
28
-8.40
22
21.42
30
16.95
32

Nippon India Tax Saver (Elss) Fund

-30.64
38
-36.07
38
-13.99
38
23.74
37
18.30
37

Pgim India Long Term Equity Fund

-19.62
25
-28.24
20
-8.20
18
20.10
16
15.19
13

Parag Parikh Tax Saver Fund

-13.13
1
-23.28
7
-4.91
1
17.61
3
14.14
7

Quant Tax Plan

-21.51
33
-29.23
27
-9.29
30
23.14
36
17.21
35

Quantum Tax Saving Fund

-17.18
14
-34.30
36
-9.80
34
19.89
15
15.09
12

Sbi Long Term Equity Fund

-21.80
35
-28.49
22
-8.99
25
20.11
17
15.41
16

Sundaram Diversified Equity

-16.53
9
-31.78
33
-6.41
7
21.48
31
17.00
33

Tata India Tax Savings Fund

-17.71
18
-28.09
18
-6.15
4
20.47
22
15.79
22

Union Long Term Equity Fund

-14.50
2
-25.74
12
-7.50
13
19.62
11
14.95
11

Uti Long Term Equity Fund (Tax Saving)

-18.99
21
-27.47
16
-6.90
9
20.22
19
15.70
19

L&T Tax Advantage Fund

-20.33
29
-29.94
29
-9.19
28
21.15
29
16.50
28

Taurus Tax Shield

-16.38
7
-26.02
13
-7.89
16
18.40
7
14.56
9

Lic Mf Tax Plan

-16.91
12
-28.13
19
-9.21
29
19.70
13
15.90
25
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Tax Plan (U/S 80c)

0.08
36
0.07
36
0.18
36
0.48
-4.49
30 0.85 32
0.88
33
0.05
35
9.54
35
-0.07
32

Aditya Birla Sun Life Tax Relief 96 (U/S 80c)

0.13
35
0.09
35
0.21
34
0.48
-5.60
33 0.85 31
0.93
24
0.06
34
10.74
33
-0.08
35

Axis Long Term Equity Fund

0.35
25
0.19
19
0.36
16
0.46
-4.68
31 0.95 16
0.89
31
0.08
30
12.06
30
-0.06
30

Franklin India Taxshield

0.36
22
0.18
21
0.30
25
0.50
-2.62
23 1.02 3
0.95
17
0.11
18
15.00
19
-0.02
19

Shriram Long Term Equity Fund

0.44
14
0.21
15
0.40
11
0.47
-1.39
18 0.78 34
0.96
13
0.10
20
15.85
16
-0.05
28

Mirae Asset Tax Saver Fund

0.56
6
0.27
6
0.43
6
0.49
2.43
6 1.00 6
0.97
3
0.14
8
19.14
8
0.02
6

Boi Axa Tax Advantage Fund

0.76
3
0.35
3
0.63
3
0.47
7.40
3 0.87 29
0.89
32
0.21
3
25.33
3
0.05
2

Canara Robeco Equity Tax Saver Fund

0.65
4
0.30
4
0.55
4
0.48
6.05
4 0.88 27
0.91
29
0.18
4
22.30
4
0.04
5

Sundaram Tax Savings Fund

-0.26
38
-0.09
38
0.01
38
0.49

Dsp Tax Saver Fund

0.54
8
0.26
7
0.42
7
0.49
-0.12
14 0.99 9
0.97
5
0.13
12
17.56
13
-0.00
13

Edelweiss Long Term Equity Fund (Tax Savings)

0.38
18
0.19
18
0.33
20
0.49
-2.64
24 0.95 19
0.96
8
0.10
21
14.92
20
-0.04
24

Essel Long Term Advantage Fund

0.25
31
0.13
31
0.24
32
0.49
-4.90
32 0.97 11
0.92
28
0.07
31
10.93
32
-0.05
29

Hdfc Taxsaver

0.36
21
0.18
22
0.28
28
0.49
-1.13
17 0.95 17
0.96
10
0.12
15
16.45
15
-0.02
18

Hsbc Tax Saver Equity Fund

0.35
24
0.18
24
0.31
21
0.47
-2.76
26 1.00 5
0.95
15
0.10
22
14.59
23
-0.03
21

Icici Prudential Long Term Equity Fund (Tax Saving)

0.41
17
0.21
17
0.34
19
0.49
-0.53
16 0.99 7
0.97
6
0.12
14
17.15
14
-0.01
14

Idbi Equity Advantage Fund

0.28
29
0.15
29
0.29
26
0.46
-2.64
25 0.80 33
0.90
30
0.09
29
13.71
27
-0.06
31

Idfc Tax Advantage (Elss) Fund

0.48
12
0.24
10
0.37
15
0.49
2.72
5 1.12 1
0.92
27
0.15
5
19.31
7
0.05
3

Indiabulls Tax Savings Fund

0.24
32
0.13
33
0.25
31
0.48
-5.74
34 0.88 28
0.98
1
0.06
32
11.67
31
-0.08
34

Baroda Bnp Paribas Elss Fund

-0.18
37
-0.05
37
0.05
37
0.50

Invesco India Tax Plan

0.37
19
0.19
20
0.35
18
0.49
-2.26
20 0.95 20
0.94
20
0.10
19
14.85
21
-0.03
23

Iti Long Term Equity Fund

0.26
30
0.15
30
0.26
30
0.51
-6.54
35 0.96 14
0.93
25
0.06
33
10.71
34
-0.07
33

Jm Tax Gain Fund

0.49
11
0.23
11
0.40
10
0.49
-2.55
22 0.99 8
0.94
19
0.11
17
15.31
18
-0.03
20

Kotak Tax Saver Fund

0.55
7
0.25
9
0.41
8
0.49
1.74
8 0.91 25
0.96
11
0.14
7
19.45
6
0.00
10

Mahindra Mutual Fund Kar Bachat Yojana

0.44
15
0.22
14
0.38
13
0.47
0.90
11 0.95 18
0.97
4
0.13
13
17.64
12
0.00
12

Motilal Oswal Long Term Equity Fund (Moflte)

0.36
20
0.18
23
0.31
22
0.48
-3.92
29 0.98 10
0.92
26
0.09
27
13.42
29
-0.04
25

Nippon India Tax Saver (Elss) Fund

0.20
34
0.13
34
0.20
35
0.45
-2.31
21 1.07 2
0.93
22
0.10
25
13.80
26
-0.01
16

Pgim India Long Term Equity Fund

0.52
9
0.26
8
0.40
9
0.49
1.13
10 0.95 15
0.96
12
0.14
10
18.48
10
0.00
9

Parag Parikh Tax Saver Fund

0.95
2
0.40
2
0.66
2
0.50
9.12
2 0.73 35
0.82
34
0.23
2
27.62
2
0.04
4

Quant Tax Plan

1.00
1
0.49
1
0.73
1
0.46
23.76
1 0.93 23
0.72
35
0.35
1
34.75
1
0.23
1

Quantum Tax Saving Fund

0.24
33
0.13
32
0.21
33
0.50
-0.35
15 0.95 21
0.93
23
0.10
23
14.54
24
-0.01
17

Sbi Long Term Equity Fund

0.43
16
0.21
16
0.35
17
0.49
0.28
13 0.94 22
0.96
8
0.13
11
18.33
11
-0.01
15

Sundaram Diversified Equity

0.34
26
0.17
25
0.29
27
0.48
-3.09
27 1.01 4
0.96
9
0.10
24
14.40
25
-0.03
22

Tata India Tax Savings Fund

0.46
13
0.22
13
0.37
14
0.48
0.73
12 0.97 12
0.95
14
0.11
16
15.79
17
0.00
11

Union Long Term Equity Fund

0.59
5
0.28
5
0.47
5
0.49
2.30
7 0.93 24
0.97
2
0.15
6
20.57
5
0.01
7

Uti Long Term Equity Fund (Tax Saving)

0.49
10
0.23
12
0.40
12
0.49
1.42
9 0.96 13
0.95
16
0.14
9
18.73
9
0.01
8

L&T Tax Advantage Fund

0.28
28
0.15
28
0.27
29
0.49

Taurus Tax Shield

0.33
27
0.16
27
0.30
24
0.50
-2.18
19 0.86 30
0.94
18
0.10
26
14.75
22
-0.05
26

Lic Mf Tax Plan

0.35
23
0.17
26
0.31
23
0.48
-3.59
28 0.91 26
0.94
21
0.09
28
13.59
28
-0.05
27

Lic Mf Tax Plan Additional Return Analysis

Lic Mf Tax Plan Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 999.70 1012.54 994.90 1010.60 1120.14 999.89 1405.79 1599.94
Direct Plan Value of 1000 Rupee 999.73 1012.74 995.76 1013.20 1125.94 1011.25 1457.30 1696.91
Fund Information
Fund Launch Date: 11/Jan/1997
Fund Category: ELSS (Tax Saving) Fund
Investment Objective: To provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. However, there is no assurance that the investment objective of the Schemes will be realized.
Fund Description: An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit.
Fund Benchmark: Nifty 500 Total Return Index
Source: Fund FactSheet


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